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See what Mailchimp campaign openers paid in FreshBooks
For marketing teams who want a campaign's openers matched to FreshBooks payments, just by asking their AI assistant.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
Are your campaign readers paying clients
Finding out whether campaign openers are paying customers means exporting openers, finding each in FreshBooks and adding up payments by hand. It is slow, so the question often goes unasked, and when it is asked the matching is patchy.
Without PopdockAI
- Export the campaign openers
- Search FreshBooks clients for each email
- Pull payments for the period
- Total them by currency in a spreadsheet
With PopdockAI
- The campaign is confirmed and openers are read
- Each opener is matched to a FreshBooks client by email
- Payments in your window are totalled by currency
- Stated as association only, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For campaign `{campaign-id}`, find the openers who are FreshBooks clients and report what they have paid, looking back `{lookback-days}` days (default 90) from today.
**Step 1: Get the openers (mailchimp server)**
Call `mailchimp-get-campaign` with `campaign-id` set to `{campaign-id}` to confirm the campaign and note its `title` and `send-date`. If it is not found, stop. Then call `mailchimp-get-campaign-open` with `campaign-id` and `max-records` 200. Keep `email` and `opens`.
**Step 2: Match to FreshBooks clients (freshbooks server)**
For each opener call `freshbooks-get-client` with `email` set to the opener's email (and `company` `{company}` if given). Keep only matches.
**Step 3: Payments (freshbooks server)**
For each matched client call `freshbooks-get-payment` with `client-id` set to the client's `id` and `date.from` set to the start of the lookback window. Total the amount per client, grouped by currency.
**Step 4: Report**
Campaign title and send date, number of openers, number matched to clients, and a table of matched clients with opens, payments in the window and last payment date. Close with the total paid by openers and the share of openers who are clients.
**Rules & Guidelines:**
* `mailchimp-get-campaign` and `mailchimp-get-campaign-open` are on the mailchimp server. `freshbooks-get-client` and `freshbooks-get-payment` are on the freshbooks server.
* Say plainly that this shows association, not that the campaign caused the payment.
* Read-only. Do not call any add, update or delete tool on either server, and do not call `mailchimp-replicate-campaign`.
**Validation:**
* If nobody opened the campaign, report that and stop.
* If no opener is a FreshBooks client, report that rather than guessing at name matches.Who it's for
One answer, three teams that use it
Marketing managers
See how many readers are clients
Get the share of openers who are paying clients and what they paid, without exports.
Which openers of our Mailchimp November newsletter are FreshBooks clients, and what did they pay in 60 days?
Business owners
Know if your newsletter reaches payers
Check that your campaigns reach the clients who keep the business going.
How many people who opened our latest Mailchimp campaign have paid us in FreshBooks this quarter?
Bookkeepers
Total payments by currency
Payments are totalled per currency with last payment date for each matched client.
List FreshBooks clients who opened the Mailchimp Services Update, with payments in the last 90 days by currency.
How it works
What PopdockAI does when you ask
You give a campaign and a lookback period, and your AI assistant links its openers to FreshBooks payments. It only reads.
01
Ask
You give the campaign and a lookback period, or leave it at 90 days.
02
Get openers
It confirms the Mailchimp campaign and reads who opened it.
03
Match
It finds each opener in FreshBooks by email and totals their payments.
04
Report
It shows matched clients, total paid and the share who are clients.
What PopdockAI provides
The tools behind the answer
Ready made tools for Mailchimp and one secure connection to your AI tool. No code, no exports.
mailchimp-get-campaign
mailchimp-get-campaign-open
freshbooks-get-client
freshbooks-get-payment
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
What campaign openers paid, at a glance
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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